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Inside the V(ALT), with Louis Rogers
July 23, 2021
In this episode of Inside the V(ALT), Louis Rogers comments on multifamily fundamentals, migration from gateway cities, the effects of inflation on multifamily, and much more.
Clip: Who is Capital Square?
July 23, 2021
In this clip from Inside the V(ALT), Louis Rogers introduces Capital Square, including when it was founded, its focus, and its range of offerings.
Clip: Capital Square’s Focus on Diversification
July 23, 2021
In this clip from Inside the V(ALT), Louis Rogers talks about Capital’s Square’s large platform of properties covering multifamily and more.
Clip: Rent Collection During COVID Shutdowns
July 23, 2021
In this clip from Inside the V(ALT), Louis Rogers describes its rent collection outreach and outcome during COVID shutdowns.
Inside the V(ALT), with Gary Davi
July 21, 2021
In this episode of Inside the V(ALT), Gary Davi discusses Centersky’s focus this year and moving forward, turning an IT department from a cost center to a revenue center, how Centersky’s approach can help both the wholesaler and the advisor, and more.
Clip: Helping the Wholesaler and Advisor
July 21, 2021
In this clip from Inside the V(ALT), Gary Davi explains how better data supports both the wholesaler and advisor.
Clip: Building a Tech Roadmap
July 21, 2021
In this clip from Inside the V(ALT), Gary Davi illustrates the difference between having a break/fix mindset and building a roadmap for the future.
Clip: A Purpose-Built Technology Team
July 21, 2021
In this clip from Inside the V(ALT), Gary Davi describes how Centersky works with its clients to develop solutions for their business problems.
Clip: About Centersky
July 21, 2021
In this clip from Inside the V(ALT), Gary Davi talks about the two themes of Centersky’s mission statement and how they supplement a sponsor’s IT department.
CNL Financial Group Partners with iCapital Network® to Enhance Access to Alternative Investments
July 14, 2021
CNL Financial Group, a leading provider of alternative investments, and iCapital Network1, the leading global financial technology platform…
Inside the V(ALT), with Amy Small
July 6, 2021
In this episode of Inside the V(ALT), Amy Small talks about the role of custodians in a digital world, digitization and automation, fraud risk in the digital era, and more.
Clip: Human Element in Fraud
July 6, 2021
In this clip from Inside the V(ALT), Amy Small talks abut the unwitting role people play in fraud.
Clip: Fraud
July 6, 2021
In this clip from Inside the V(ALT), Amy Small cites examples of the types of fraud commonly encountered by people and businesses today.
Clip: Who is UMB Bank?
July 6, 2021
In this clip from Inside the V(ALT), Amy Small reviews UMB Bank’s history, services, and milestones.
CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge
July 1, 2021
CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) based in Wilmington, Delaware, recently rolled out access to alternative investments for all…
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist
July 1, 2021
iCapital Network1, the leading global financial technology platform driving access and efficiency in…
Fraud Risks for Alternative Fund Sponsors and How to Reduce Your Exposure
June 14, 2021
A Blue Vault Webinar on June 9, 2021, featuring…
The top 5 challenges of investor onboarding and the need for digitization
May 27, 2021
Investor onboarding in today’s environment is crucial; organizations are choosing to digitize their investor onboarding experience to create a solid…
Inside the V(ALT), with Michael Schwartz and Ben Aitkenhead
May 25, 2021
In this episode of Inside the V(ALT), Michael Schwartz and Ben Aitkenhead talk about technology and customer service advances in the self storage and single family rental sectors, solving for both coverage and value with income and growth, consolidation opportunities, and much more.
Inside the V(ALT), with Michael Schwartz and Ben Aitkenhead
May 25, 2021
In this episode of Inside the V(ALT), Michael Schwartz and Ben Aitkenhead talk about technology and customer service advances in the self storage and single family rental sectors, solving for both coverage and value with income and growth, consolidation opportunities, and much more.
Clip: Investing in Scale
May 25, 2021
In this clip from Inside the V(ALT), Ben Aitkenhead talks about giving investors the opportunity to invest in scale with single family rental nontraded REITs.
Clip: Balancing Value Growth and Distribution Coverage
May 25, 2021
In this clip from Inside the V(ALT), Michael Schwartz talks about growing NAV and cash flow for investors
Clip: Solving for Income and Growth in Single Family Rental
May 25, 2021
Is it difficult to achieve income and growth in the single family rental sector? Find out what Ben Aitkenhead thinks in this clip from Inside the V(ALT).
Clip: Who is SmartStop?
May 25, 2021
In this clip from Inside the V(ALT), Michael Schwartz reviews SmartStop’s offerings, AUM, and more information about its platform.
Inside the V(ALT), with Bill Robbins and Megan Bosch
May 25, 2021
In this episode of Inside the V(ALT), Bill Robbins and Megan Bosch cover some of the Altigo platform’s recent milestones, the secret to Altigo’s success, and its acceptance by broker dealers and advisors.
Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016
Our firm has been using Blue Vault from the first year it was available.
We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.
We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.
Our clients also appreciate that we conduct this additional due diligence on their behalf.
